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Gerald W. Bollman, CFA

Mr. Bollman is CEO and Chief Investment Officer of Intrinsic Value Asset Management, LLC, a newly-formed long-only equity investment adviser headquartered in Clearwater, Florida.

Intrinsic Value Asset Management, LLC uses Intrinsic Value principles to guide its stock selection and portfolio weighting decisions.

Mr. Bollman formerly co-managed more than $900 million in equity assets in mutual funds, variable annuities, and  portfolios of high-net-worth individuals at Great Companies, LLC from May 2001 through July 2006.

Mr. Bollman founded Intrinsic Value Associates, LLC in January, 1995.  
From 1983,  he was Executive Vice President - Equities for Continental Asset Management Corporation, responsible for more than $1 billion in both taxable and tax-deferred equity portfolios and a team of seven equity professionals.

Mr. Bollman has forty years of portfolio management and analytical experience and has managed corporate, pension and individual equity accounts for a variety of independent investment advisors, insurance companies and bank trust organizations. 

Mr. Bollman earned a Bachelors of Business Administration in Finance and Investment from the University of Oregon in 1967.  He completed the Program for Management Development at the Harvard Business School in 1978 and is a member of the Association of Investment Management and Research, the CFA Institute, and the New York Society of Security Analysts.  Mr. Bollman is also a member of the Committee for Improved Corporate Reporting of the New York Society of Security Analysts.

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Last modified: July 18, 2011